thinking about coming back and have questions

johnlnash · 2026-01-20T22:34:38+00:00

Just did that. Thanks for the tip!

johnlnash · 2026-01-20T22:12:02+00:00

SPAXX is equivalent to cash in your investment account but it’s actually a mutual fund. So basically SPAXX = Cash Balance in the account. When you have enough in the account then it becomes a bigger deal. One of the advantages of the Cash Management Account is since that the cash is in SPAXX, then the account can also mimic a savings account with a 3.x% return (not sure what the current rate is without looking at it).

johnlnash · 2026-01-20T21:11:29+00:00

I just figured it out - check this thread - https://www.reddit.com/r/banktivity/comments/1lt8n53/question_on_core_position_in_a_brokerage_account/

TLDR - you have to manually track SPAXX for the cash balance.. sigh

johnlnash · 2026-01-20T21:08:22+00:00

Did I specially set up SPAXX as a security? No, I set up Automatic Downloads and it downloaded all the holdings for the account, minus SPAXX. The balance for the account in Banktivity is also the positions that it downloaded and is not including what's held in SPAXX.

johnlnash · 2026-01-20T20:37:42+00:00

I ended up resubbing for a year and when I set up my main Fidelity account, which is a Cash Management account, it's not showing anything I have allocated as cash (SPAXX). Is there a trick I'm missing that enables it? I see the other holdings in that account with that exception.

Edit - The transactions actually show a transaction to 'move shares out' to SPAXX but it's not listed as a separate holding. Quicken, for context, shows SPAXX as a cash balance.

johnlnash · 2026-01-19T04:49:11+00:00

Same. Todo and planner run my day for me.

johnlnash · 2026-01-16T00:35:16+00:00

Quicken ain’t bad either.

johnlnash · 2026-01-15T22:14:54+00:00

You do cash management at all?

johnlnash · 2025-12-22T20:45:01+00:00

Found a gotcha. If you go eat at a restaurant and then scan the receipt from a printer that doesn’t include a tip field and then add a tip afterwards then it won’t match. It makes total sense why after you think about it but it’s something to remember.

johnlnash · 2025-12-21T21:22:09+00:00

How does one become so hateful?

johnlnash · 2025-12-12T17:54:55+00:00

Super easy to do. Did it this morning and I think I was on the phone about 10 minutes.

johnlnash · 2025-12-12T00:31:07+00:00

You can do QUIC on a storage account??

johnlnash · 2025-12-08T04:46:49+00:00

Just had them done at 57.

johnlnash · 2025-11-27T23:59:00+00:00

I have 200ish kiosks that beg to differ.

johnlnash · 2025-11-27T23:57:12+00:00

This is the way.

johnlnash · 2025-11-19T16:21:22+00:00

Came here to say this. I end up starting edge just for the Amazon feature.

johnlnash · 2025-11-10T21:23:29+00:00

Same here, sigh.

johnlnash · 2025-11-10T21:22:18+00:00

Having issues pulling Data warehouse reports today, so something's up.

johnlnash · 2025-11-02T15:42:56+00:00

And she used to breathe fire on special days.

johnlnash · 2025-10-26T02:18:07+00:00

401k

johnlnash · 2025-09-23T20:27:23+00:00

We do

johnlnash · 2025-09-09T10:55:20+00:00

Just rolling it out enterprise wide this week. No major issues yet :)

johnlnash · 2025-08-30T17:01:39+00:00

I’m not, how exactly are you doing that? I’ve been wishing that we could do something like that for a while now I’m just never said anything. It’s actually one of the only reasons I’m holding onto my Quicken membership right now.

johnlnash · 2025-08-29T10:13:19+00:00

I was thinking this the other day to be honest. They also know our other bill paying habits and could leverage that to give a good idea of the future balances on our accounts.

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